Lasting relationships. For all that matters

Staats Rizor Financial Group - Team Photo

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • David P. Staats - Profile Photo

    David P. Staats, ChFC

    Senior Vice President–Wealth Management

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    A native of Norton, Ohio, David has called Bath Township home since 1997.  He earned a Bachelor of Science Degree in Finance from the University of Akron, and previously was an instructor at the University teaching continuing education for 10 years.  David has earned the designation of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from The American College.

    David is a dedicated husband and father to his two daughters.  He is involved in his community and charity organizations, including West Akron Kiwanis and Western Reserve Land Conservancy.  Away from the office, David enjoys exercising and ocean fishing.

    David has worked in the financial services industry for over 25 years.  He began his career with Prudential Insurance as an insurance agent and then as a manager. In 1992, David began working at UBS Financial Services, Inc. (formerly PaineWebber Inc.) . He truly enjoys his job.  He also owns Quality Rentals, LLC, investment real estate.  David has been awarded Senior Portfolio Manager, President Club Qualifier for over 12 years, Mid-American All Star, and Pacesetter Club Qualifier over 20 years.

        • Chartered Financial Consultant
        175 Montrose West Avenue
        3rd Floor
        Akron, OH 44321
        david.staats@ubs.com
        David P. Staats, ChFC
        175 Montrose West Avenue,Akron,OH,44321
      • Donna Rizor Longfellow - Profile Photo

        Donna Rizor Longfellow

        Vice President–Wealth Management

        Financial Advisor

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        Donna has been in the financial services industry for nearly 40 years.  In 1980, she began her career with UBS (formerly PaineWebber, Inc.) in operations and has been a Financial Advisor since 1993.  Donna has been awarded Vice President - Wealth Management.

        Donna is a native of Norton, Ohio and is very involved in the community.  She is currently President of Wolf Creek Players, past Treasurer of the Norton Music Boosters, and past Secretary of the Akron Area Soap Box Derby.  Donna is also involved in V-Day, an international organization to stop violence against women and girls.

        Away from the office, Donna enjoys spending time with her musician husband Tim, daughter Gray, and their dogs and cats, and her involvement in community theater

              175 Montrose West Avenue
              3rd Floor
              Akron, OH 44321
              donna.rizor@ubs.com
              Donna Rizor Longfellow
              175 Montrose West Avenue,Akron,OH,44321
            • Brent Malone - Profile Photo

              Brent Malone

              Financial Advisor

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              Brent Malone joined the Staats Rizor Financial Group in July 2016 as a Financial Advisor.

              Brent grew up in Barberton, Ohio, and now resides in Jackson Township. He earned his Master of Business Administration (MBA) from Texas A&M University-Commerce while graduating with Beta Gamma Sigma honors. He loves spending time with his wife Joy, and son Travis. They enjoy traveling and attending sporting events. Brent has a long history of volunteering in various youth development programs and is very active in his local community. He won a silver medal in the Junior Olympics in Tae Kwon Do and was a track and field standout and coach.

              Brent's passion for investing was evident as far back as his teen years. Inspired by a college professor who had worked as a stockbroker on Wall Street, he has devoted many years of his life to further expanding his investment knowledge. Another talent Brent brings to the team is his creative knowledge of marketing.  Brent truly enjoys helping people develop and achieve their financial goals. 

                    175 Montrose West Avenue
                    3rd Floor
                    Akron, OH 44321
                    brent.malone@ubs.com
                    Brent Malone
                    175 Montrose West Avenue,Akron,OH,44321
                  • cheryl

                    Cheryl Barber

                    Client Associate

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                            175 Montrose West Avenue
                            3rd Floor
                            Akron, OH 44321
                            cheryl.barber@ubs.com
                            Cheryl Barber
                            175 Montrose West Avenue,Akron,OH,44321
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                            Kristen Fleischer

                            Client Associate

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                                  175 Montrose West Avenue
                                  3rd Floor
                                  Akron, OH 44321
                                  kristen.fleischer@ubs.com
                                  Kristen Fleischer
                                  175 Montrose West Avenue,Akron,OH,44321
                                • megan

                                  Megan Saralli

                                  Client Associate

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                                          175 Montrose West Avenue
                                          3rd Floor
                                          Akron, OH 44321
                                          megan.f.saralli@ubs.com
                                          Megan Saralli
                                          175 Montrose West Avenue,Akron,OH,44321
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                                        ElectionWatch 2024

                                        24 questions for the '24 US election

                                        Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                                        The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                                        Download the report

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